Regarding Supported Forms

Before connecting native and third-party forms, be aware that certain third-party form providers will require additional steps. For information working with individual third-party forms, refer to the following help articles:

Click the appropriate radio button to determine how contacts who fill out the form should be assigned.

Optionally, click the Allow a lead or contact record to be created even if an email address is not submitted checkbox.

Click Continue.

In the window that appears, copy the generated Javascript code.

Keep this browser tab open.

Click to enlarge.

Note: You can choose to allow a lead or contact record to be created even if an email address is not submitted. Checking this option will allow duplicate records to be created, since email address is the unique identifier in SharpSpring.

Creating Third-Party Forms

To create third-party forms, do the following:

In a browser tab, log in to SharpSpring.

In SharpSpring's top toolbar, click Content > Forms.

Click Create Form.

In the pop-up menu that appears, enter a name for the form.

Click the Third-Party Form radio button.

Click the third-party form drop-down menu.

Select the applicable third-party form.

Click the appropriate radio button to determine how contacts who fill out the form should be assigned.

Click Continue.

In the window that appears, copy the generated Javascript code.

Keep this browser tab open.

Click to enlarge.

Note: You can choose to allow a lead or contact record to be created even if an email address is not submitted. Checking this option will allow duplicate records to be created, since email address is the unique identifier in SharpSpring.

Mapping Native and Third-Party Forms

To map fields to a native or third-party form, do the following:

In another browser tab, navigate to your website.

Edit the website's code.

Paste the copied native or third-party embed code after the closing form tag of the form on your website.

Go to the website page that has the form.

Fill out the form.

Click the Refresh this Page button. The page will automatically redirect to Field Mappings.